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Annual Conference Speakers
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John Albert has worked for the Centers for Medicare and Medicaid Services (CMS) for 28 years, primarily on Medicare Secondary Payer (MSP) and Coordination of Benefits operations and issues. Mr. Albert currently serves as a Senior Technical Advisor for the Division of Medicare Secondary Payer Operations, which is responsible for oversight of the all MSP fee-for-service coordination of benefits and recovery policy and operations for CMS. Current Medicare contracts overseen by the Division include the Benefits Coordination & Recovery Center, Commercial Repayment Center and the Workers’ Compensation Review Contract.

 

Dan M. Anders, JD, MSCC  is the Chief Compliance Officer for Tower MSA Partners where he oversees the Medicare Secondary Payer (MSP) compliance program. In this position, Dan is responsible for ensuring the integrity and quality of all MSP compliance services and products. Based upon his more than a decade of experience in working with employers, insurers, TPAs, attorneys and claimants, Dan provides education and consultation to Tower MSA clients on all aspects of MSP compliance. Dan also regularly offers expert guidance on Tower MSA’s MSP Compliance Blog, has been featured in “Leaders Speak” on WorkCompWire and is regularly quoted on WorkCompCentral in regard to MSP matters.

Dan is an attorney licensed to practice in the State of Illinois with extensive prior litigation experience in workers compensation. He is a member of the National Alliance of Medicare Set-Aside Professionals where he serves on the legislative committee. Mr. Anders holds a J.D. from Chicago-Kent College of Law, a B.A. from Loyola University Chicago and the Medicare Set-Aside Consultant Certified (MSCC) credential.

 

Ro Baltayan was a co-founder of Medicare Allocations, Inc. and is currently Providio's Director of MSA Services. She has practiced as a rehabilitation professional and life care planner for the last 29 years and continues to practice as an expert witness and life care planner for Sharon Griffin and Associates, Inc. She is experienced in the provision of Medicare Set-Asides (MSAs) in the areas of workers' compensation and personal injury.

Ro is widely recognized and accepted as an expert witness in life care planning for seriously disabled and catastrophically injured individuals. She is a nationwide presenter at seminars regarding MSAs to individuals seeking the MSCC certification through the International Commission on Healthcare Certification.

Her knowledge of Worker's Compensation, Social Security Disability, Medicare, Medicaid, SSI, and all areas of personal injury allows Ro to objectively analyze the intrinsic components of compliance with MSPRC statutes across multiple arenas. She is known for her ability to handle particularly "challenging" or "complex" MSAs presented in personal injury and malpractice arenas. She applies a "best practices" approach and analysis on a case-by-case basis, consulting with customers find solutions that meet their needs and consider Medicare's future interests.


Paula Baum, RN, BA, MSCC has over seventeen years of experience in workers’ compensation in primary, TPA, self-insured/self-administered as well as excess insurance. Paula has spent over fourteen years focusing on cost containment, PBM and Vendor RFP management and oversight. Paula has worked as a medical management consultant with Midwest Employer’s Casualty Company since January 2014, consulting on twenty-four jurisdictions for potential cost containment, MSA reviews and assisting with future medical settlement negotiations.

 

Amy E. Bilton, JD, MSCC, CMSP is a shareholder and workers’ compensation defense trial attorney at the Chicago law firm of Nyhan, Bambrick, Kinzie, and Lowry. She received her BA from the University of Michigan, JD from DePaul University College of Law and has her MSCC certification. Ms. Bilton is a frequent lecturer on workers’ compensation, Medicare Secondary Payer issues and Medicare Set-Asides. In addition to being a NAMSAP member and legal committee chair, she is a member of the Chicago Bar Association, Illinois State Bar Association and Illinois Workers’ Compensation Lawyers Association. She has specific interest in bringing evidence-based medicine to MSAs. 

 

Christie Britt is the Senior Vice President of Operations overseeing the extensive operations of ExamWorks Clinical Solutions. She has vast knowledge of Medicare set asides and MSP Compliance, as well as Insurance Claims.

Prior to her employment with Gould & Lamb, Christie worked for nearly a decade in claims management, followed by ten years in all aspects of MSP compliance. She has developed and enhanced products and operational efficiency models supporting growth while ensuring quality.

Christie also served as the Director of Financial Operations for Rising Financial Solutions and the Director of Operations for Health Advocates, Inc. PMSI MSA (formerly Helios and now Optum). Christie obtained her B.S. in Marketing and Economics from the University of South Florida in 1997. She also earned her MBA from the University of South Florida in 2001 with disciplines in Healthcare Administration, Quality Management, and Economics. Christie is MSCC and CMSP certified and has her Green Belt certification in Six Sigma. She is also a member of the National Association of Medicare Set Aside Professionals (NAMSAP) and the Workers’ Compensation Claims Professionals (WCCP).

 

Marty Cassavoy is the Vice President of MSP Compliance for ExamWorks Clinical Solutions. Marty and his team develop solutions to challenges in all areas of Medicare Secondary Payer (MSP) compliance and across all insurance types.

Marty is a frequent speaker, commentator and writer on all aspects of MSP compliance, where he is often unafraid to challenge the conventional approach to Medicare problems. Marty is a member of the ExamWorks leadership team, providing strategic guidance for the organization’s MSP compliance products and services. In his day-to-day role, Marty leads ExamWorks’s Compliance Team where he and his talented team collaborate to solve problems, react to industry changes and build innovative MSP compliance solutions.

Marty can think of no greater joy than helping insurance professionals conquer their fear of MSP compliance. His goal is to simplify MSP compliance and improve problem solving skills rather than simply present a laundry list of problems. With this aim in mind, Marty and his team develop engaging and informative MSP compliance educational programs for ExamWorks’s clients.

Prior to joining ExamWorks, Marty was Vice President of Policy at ISO Claims Partners, where he worked for more than a decade. Marty is a graduate of Boston University and Suffolk University Law School in Boston, where he graduated with honors. Marty is a lawyer licensed to practice in the Commonwealth of Massachusetts. Outside of the MSP compliance world, Marty can often be found at a baseball diamond, soccer field, basketball court or hockey rink where he is either watching or coaching one of his three talented children.

 

 Dr. Bill Cassidy is the United States Senator for Louisiana.

Bill grew up in Baton Rouge, Louisiana and attended Louisiana State University (LSU) for undergraduate and Medical School.

For nearly three decades, Bill has provided care for uninsured and underinsured patients in Louisiana’s charity hospital system.

During this time, he co-founded the Greater Baton Rouge Community Clinic, a clinic providing free dental and health care to the working uninsured. Bill also created a private-public partnership to vaccinate 36,000 greater Baton Rouge area children against Hepatitis B at no cost to the schools or parents. In the wake of Hurricane Katrina, Bill led a group of health care volunteers to convert an abandoned K-Mart building into an emergency health care facility, providing basic health care to hurricane evacuees.

In 1990, Bill joined LSU Medical School teaching medical students and residents at Earl K. Long hospital, a hospital for the uninsured.

In 2006, Bill was elected to the Louisiana State Senate.

In 2008, he was elected to the United States House of Representatives to represent Louisiana’s Sixth Congressional District. In the U.S. House, Bill served on the Energy and Commerce Committee.

In 2014, he was elected to the U.S. Senate. He serves on the Health Education Labor & Pensions (HELP), Energy and Natural Resources, Finance, Veterans Affairs and Joint Economic Committees.

Bill is married to Dr. Laura Cassidy and they have three children. Laura is a retired general surgeon specializing in breast cancer. She helped found a public charter school to teach children with dyslexia. Bill, Laura and their family attend church at the Chapel on the Campus.

 

 Lavonya Chapman - As Medicare Secondary Payer Compliance Counsel, Lavonya Chapman is as a consultant on Medicare Secondary Payer (MSP) claim compliance issues, including Mandatory Insurer Reporting, ICD injury code reporting, Conditional Payment Resolution, Medicare Set-Aside Allocations, CMS approval and professional administration.

Prior to joining Optum, Lavonya served as director of MSP compliance for Arthur J. Gallagher & Company. She was also the claim director for a new liability captive in which nearly all the claimants/plaintiffs were Medicare beneficiaries or dual eligible. Additionally, Lavonya has experience in private law practice, litigating medical malpractice, premises and auto liability claims as well as workers compensation cases. As a registered nurse and pharmacology instructor at the University of Alabama at Birmingham, Lavonya is an expert in utilization review and emergency medical services.

Lavonya presents on all aspects of the Medicare Secondary Payer Act as it pertains to claim compliance in the Property & Casualty system. She received a Bachelor of Science degree in nursing from the Samford University and a Doctorate of Jurisprudence from Birmingham School of Law.

Patrick Czuprynski obtained his law degree from Valparaiso University of Law with an undergraduate business degree from the University of Wisconsin-Green Bay. He is admitted to practice law in the State of Illinois. Prior to joining NuQuest as a Medicare Secondary Payer Compliance Attorney, he spent over five years specializing in Medicare secondary payer compliance and workers’ compensation plaintiff and defense work in the Chicago land area.

Patrick’s experiences on both sides of a claim, allow him to effectively consult and communicate Medicare compliance issues to clients and, if necessary, claimants. Patrick has been a Medicare Set-Aside Certified Consultant since 2013 and is also an active member of the National Alliance for Medicare Set-Aside Professionals (NAMSAP) organization, Policy and Legislative Committee, and Liability Committee.

 

Annie M. Davidson is a MSP Compliance Counsel for ExamWorks Clinical Solutions. Ms. Davidson is licensed to practice law in Minnesota state and federal courts. She has comprehensive experience in the areas of Medicare Secondary Payer Act compliance and Medicaid recovery in liability, no-fault, and workers’ compensation matters. Ms. Davidson provides high-quality legal analysis to ensure the integrity and quality of ExamWorks Clinical Solutions’ Medicare Secondary Payer compliance services and related products. Additionally, she is a nationally recognized expert on MSP issues who presents regularly at local and national conferences.

 

David Farber is a partner in the FDA and Life Sciences practice at King & Spalding, resident in the firm’s Washington, D.C. office, where he maintains a health care practice focused on government advocacy and regulatory counseling. A leading national expert on Medicare matters, he works regularly on Capitol Hill and with key regulatory agencies, particularly the Centers for Medicare & Medicaid Services and U.S. Food and Drug Administration, on legislative and regulatory advocacy and counseling matters. His regulatory experience complements and augments the firm’s FDA regulatory, life sciences and healthcare teams, all of which are recognized as leading practices by Chambers USA. Mr. Farber also maintains a government advocacy practice before both the Congress and federal agencies, and has drafted and had passed legislation, as well as influenced and changed Agency policies, principally in the healthcare field. He serves as counsel to the MARC Coalition, where he helped draft, and worked on passing, the SMART Act of 2012, which was the first major reform of the Medicare Secondary Payer system in over 30 years. He has also served as a lead counsel for several defendants involved in the Takemoto and Hayes MSP False Claims Act cases, and is a lead counsel for one of the defendants in the MSP Recovery Class Action cases.

 

Katie A. Fox is a nationally recognized leader in the fields of Medicare Secondary Payer Compliance and Workers’ Compensation. As a co-founder of the Medicare Advocacy Recovery Coalition (MARC), Ms. Fox worked with Roy Franco to create a legislative solution that ultimately led to the introduction of H.R. 4796 in 2010, and later passed into law in January of 2012. She continues to tirelessly dedicate herself to these efforts as a former co-chair. Ms. Fox served as the Medicare Compliance & Resolution Unit Manager for MedInsights, a GAB Robins Company and a leading provider of claims management services. During this tenure she identified the need to integrate coordination of benefits with Medicare at the claim level. This initiative led to a national training program and the deployment of a fully contained MSP Unit.

Katie holds a BS in Organizational Development and Management as well as various professional certifications, such as Emergency Medical Technician, Paralegal, Medicare Set-Aside Consultant – Certified (MSCC), and Certified Medicare Secondary Payer Professional (CMSP). She has extensive claims management experience, with over 20 years in the industry and was a General Adjuster and key claims professional.

For the past 10 years, Ms. Fox has focused on Medicare compliance and legislative reform. As the Vice President of Client Management for Franco Signor LLC, she continues to be a leader and innovator in an ever-changing and complex industry. Her dedication to comprehensive improvements in this industry continues to impact the entire field.

Ms. Fox is a recognized as one of the premiere national speakers and educators on the topic of Medicare Secondary Payer compliance. From national events such as the annual Claims and Litigation Management Alliance (CLM) conference, to regional engagements for the Risk & Insurance Management Society (RIMS), Ms. Fox has made education a prime focus of her career.

 

Jean Goldstein is a licensed attorney admitted to practice in the State of Maryland, with a diverse legal background in class action litigation, estate planning, elder law, social security disability, medical malpractice and administrative proceedings.  She is responsible for year to date savings for MEDVAL’s clients of over $4.3 million dollars in re-review responses/appeals from the Centers for Medicare and Medicaid Services (CMS). With a keen understanding of Medicare Secondary Payer compliance, Jean is often consulted to offer insight, direction, and training to insurance carriers and outside counsel, on topics ranging from CMS’ voluntary review program, CMS policies, practice tips, and general Medicare Secondary Payer compliance, including conditional payment resolution.

Prior to joining MEDVAL, Jean worked in the public sector, at the Maryland Office of the Attorney General, assisting public entities with their litigation and diverse legal needs.

Jean earned a Bachelor of Arts from Goucher College and a Juris Doctor Degree from the University of Baltimore School of Law.
 

Doug Holmes is the President of UWC, the national organization serving as the voice of business in unemployment and workers’ compensation policy and legislation. He also serves as the President of the National Foundation for Unemployment Compensation and Workers’ Compensation, a research foundation which publishes annual comparisons of state unemployment and workers’ compensation laws.

 

Beth Hostetler, RN, BSN is a nurse with over twenty five years experience in the field of disability management and cost containment services in Workers Compensation. She has been a certified Life Care Planner and is currently a Certified Medicare Set- Aside Allocator, and Certified Medicare Secondary Payer Professional. Her experience includes nearly fifteen years as Branch Manager in the Healthcare Division of Crawford & Company as well as several years as owner of her own company which provided case management, life care planning and Medicare set-aside services. Presently, she is the Director of Medicare Services in the Corporate Risk Management Department of Albertson’s Companies. She has developed Albertson’s internal MSP Compliance program for Workers Compensation which includes policy and procedure for MMSEA Section 111 reporting, Conditional payment identification and resolution and the MSA program. She routinely provides internal training on Medicare Secondary Payer compliance and all aspects of the MSA process.

 

Jennifer C. Jordan, JD, MSCC is Chief Legal Officer and a founding member of MEDVAL, LLC, a national provider of Medicare Secondary Payer (MSP) compliance services. Ms. Jordan is recognized as a leading authority on MSP compliance, speaking at industry events nationally, authoring articles for both industry publications and legal sources and serving as faculty for the Certified Medicare Secondary Payer (CMSP) certification program. She has been designated as an expert witness by both plaintiff and defense, as well as the government, for her extensive knowledge of MSP issues. In conjunction with maintaining structured settlement licensing, Ms. Jordan is focused on finding settlement solutions and resolving claims with the best interest of all parties, Medicare included, in mind.

Ms. Jordan is Editor-in-Chief of The Complete Guide to Medicare Secondary Payer Compliance, published annually by LexisNexis since 2010, and is the recipient of a 2010 Workers’ Compensation Notable Person Award and Top 25 Workers’ Compensation Blog Awards from 2009 through 2014 from LexisNexis. In 2014 through 2015, she served on the editorial board of the Journal of American Law published by the Claims and Litigation Management Alliance (CLM). Ms. Jordan has been a member the Larson’s National Workers’ Comp Advisory Board since 2012, the Friends Research Institute, an organization committed to advancing research to promote health and well-being, particularly in the field of substance abuse, since 2013 and continues to serve as the Chairman of the Board of Trustees of the Medicare Secondary Payer Charitable Foundation, an organization committed to elevating MSP education and easing the regulatory, administrative and financial burdens of post-settlement MSP compliance by offering low or no cost legal, medical and financial services to disabled Medicare beneficiaries. In 2015, she was named to the WorkCompCentral President’s Honor Roll for her contributions to the industry.

Jen received her J.D. from the University of Baltimore, School of Law where she was a member of the Law Review and acting Editor-in-Chief of the University of Baltimore Intellectual Property Law Journal. She received her MBA from the University of Baltimore, Robert G. Merrick School of Business and B.A.s in Economics and Fine Arts from Virginia Polytechnic Institute and State University.

 

John Kennedy was elected to the U.S. Senate in 2016. He has built a distinguished career as a conservative champion for the people of Louisiana and a dedicated watchdog of taxpayer money.

Kennedy serves on the Appropriations, Banking, Housing & Urban Affairs, Budget, Judiciary and Small Business & Entrepreneurship committees in the U.S. Senate.

Prior to his election to the Senate, Kennedy was state treasurer of Louisiana for five terms. As treasurer, he oversaw the state’s multi-billion-dollar investment portfolios. He also oversaw local and state bond issues and returned millions of dollars in unclaimed property each year.

Prior to his position as Treasurer, Mr. Kennedy served as Secretary of the Department of Revenue, Special Counsel to Governor Roemer and Secretary of Governor Roemer’s Cabinet. He was also an attorney and partner in the Baton Rouge and New Orleans law firm of Chaffe McCall.

Mr. Kennedy graduated magna cum laude in political science, philosophy and economics from Vanderbilt, was president of his senior class, and elected to Phi Beta Kappa. He received his law degree from the University of Virginia and his B.C.L. degree from Oxford University in England where he was a First Class Honors graduate.

Mr. Kennedy has been an adjunct professor at LSU Law School and a volunteer substitute teacher for public schools. He resides in Madisonville, Louisiana, with his wife Becky and their son, Preston. They are founding members of the North Cross United Methodist Church.

 

Jeff Knipper, MSCC, CMSP is the Director of Medicare Services for Contract Claims Services Incorporated. Mr. Knipper has spent 20 years in the workers’ compensation claims business focusing on Longshore/NAF claims. He has experience working with all of the regional offices of the U. S. Department of Labor, Longshore Division to resolve claims. He has provided expert testimony before Administrative Law Judges at formal hearings. His current responsibilities include Medicare Set-Aside development, CMS submissions, and MMSEA Section 111 reporting compliance. He received a Bachelor of Science in Finance from the University of South Alabama. Mr. Knipper also completed the MSA Pre-Certification Program at the University of Florida and currently holds the Medicare Set Aside Consultant Certified credential.

 

Ciara F. Koba, Esq. is an Associate of the Medicare Compliance Group at Burns White. An attorney and licensed registered nurse with significant general and surgical nursing experience, Ms. Koba brings a unique understanding of the health care industry to the resolution of Medicare issues that arise in workers’ compensation, general liability and Federal Employers Liability Act claims.

Before joining the firm, Ms. Koba worked as a Staff Attorney at a company specializing in high-exposure claims related to the Medicare Secondary Payer Act, where she drafted Medicare set-asides, as well as submitted and negotiated claims to the Centers for Medicare and Medicaid Services voluntary review program.

Ms. Koba graduated from Duquesne University School of Law, cum laude, in 2011. While there, she founded the university’s first Health Law Society and served as its president. Ms. Koba received a Bachelor of Science in Nursing from Duquesne University in 2006.

Admitted to practice law in Pennsylvania, Ms. Koba is a member of the Health Law Section of the Allegheny County Bar Association.

 

Porter Leslie is the President of Ametros. Porter has a passion for directing the growth strategy of Ametros and working with its many partners and clients. Porter has built his career leading customer-focused businesses in the healthcare and financial services industries. Prior to Ametros, Porter worked in investment banking, private equity and corporate development. He has experience leading acquisitions, launching new products and building the teams to support them.

Porter earned a B.A. in Economics from Columbia University, as well as an MBA from the Wharton School and an M.A. in International Studies from the Lauder Institute at the University of Pennsylvania.

 

Dr. Bradley Martin received his Doctor of Pharmacy from University of Illinois, and his Ph.D. in Pharmacy Care Administration from the University of Georgia School of Pharmacy and currently serves as Professor and Division Head of Pharmaceutical Evaluation and Policy at the University of Arkansas for Medical Services.  Dr. Martin is an expert in the field of evidence based medicine and longterm opioid use.  He is a regular contributor to CDC research publications where he recently co-authored the CDC report, “Characteristics of Initial Prescription Episodes and Likelihood of Long-Term Opioid Use — United States, 2006–2015”. 

 

Christine Melancon, RN, CCM, MSCC, CNLCP, CMSP is the Operations Strategist for Cobalt Compliance Partners, LLC. Christine provides daily on hands management for areas of Medicare Secondary Compliance including Medicare Set-Aside (MSA) Allocations, CMS Submissions, and Conditional Payment Resolution. Christine has been involved with complex medical case management of claims for workers’ compensation, liability, and maritime cases since 1997. She began to focus primarily on MSA Allocations and MSP compliance in 2004. Prior to her involvement with claims, she served as a Registered Nurse in a number clinical areas including emergency medicine, neurological rehabilitation, obstetrics and pediatric/neonatal critical care. Christine earned her RN from Charity Hospital School of Nursing in New Orleans, LA. She has served on NAMSAP’s Annual Meeting Subcommittee since 2011, was a Co-Chair of the NAMSAP Education Committee in 2013, and has served as Secretary of NAMSAP’s Board of Directors since 2015.

 

Michael Merlino is Vice President of Medicare and Medicaid compliance for Sedgwick. Michael leads the Medicare and Medicaid compliance department, which assists Sedgwick clients whose workers’ compensation, general liability, and professional liability claims involve personal injury matters with potential Medicare or Medicaid compliance components. He also oversees Sedgwick’s Medicare (MMSEA/SCHIP) reporting team and ensures Sedgwick’s full compliance with the reporting requirements of the U.S. government.

Michael came to Sedgwick from a national Medicare compliance specialty provider where he was vice president of compliance and public relations. As a licensed attorney, he is also experienced in workers’ compensation and general liability defense work. He brings 10 years of experience in dealing with Medicare compliance issues from his private law practice. Also a nationally published author on Medicare compliance and MSA agreements, Michael has addressed large and small business organizations and state bar associations on these subjects.

Michael earned a bachelor’s degree in political science and history from the University of Buffalo. He earned a JD degree from the University of Toledo, College of Law.

 

Gary Patureau, CWCP, CMSP is the 2016 President of the National Alliance of Medicare Set-Aside Professionals (NAMSAP) as well as Executive Director/COO of the Louisiana Association of Self Insured Employers (LASIE).  LASIE’s mission includes protecting and promoting the right of employers to self insure and spearheading workers’ compensation legislative and regulatory issues for the business community in Louisiana. 

Patureau’s duties include developing strategic initiatives, educational programs, managing association activities and lobbying for self-insured employer interests.  Patureau holds the Certified Workers’ Compensation Professional and the Certified Medicare Secondary Professional designations.  Patureau has been in the governmental and community relations field since 1986.  He has served as a special assistant to Congressman and Governor Buddy Roemer.  Under Governor Roemer he became the first director of the newly created Louisiana Office of Literacy.  Prior to becoming the director of LASIE, Patureau served as the Executive Director of the Louisiana Literacy Foundation.  He is a past chair of the Louisiana Association of Business and Industry (LABI) Workers’ Comp Task Force and a member of the LABI Employee Relations and Education & Workforce Development Councils.  He serves on the Workers’ Compensation Research Institute (WCRI) Advisory Council for Louisiana, is on the State Association Board of Managers of the National Council of Self Insurers (NCSI) and is a Board member of the National Alliance of Medicare Set-Aside Professionals.  Patureau is a United States Navy veteran, graduate of Louisiana State University Shreveport and is active on numerous civic boards and organizations.

 

Josh Pettingill is a founding Principal and Vice President of Medicare Secondary Payer Services of Synergy Settlement Services. Synergy offers healthcare lien resolution, Medicare secondary payer compliance services, pooled trust services, settlement asset management services and structured settlements. He works with clients throughout the country in an effort to resolve wrongful death, personal injury, medical malpractice and worker’s compensation lawsuits utilizing innovative settlement planning techniques. Mr. Pettingill frequently testifies as an expert witness as to the economic value of cases. His passion is assisting injury victims and their family members to ensure they are financially secure throughout their lifetime.

Mr. Pettingill graduated from Palm Beach Atlantic University with a Bachelor’s of Science degree with a concentration in International Business/Finance and a Master’s of Business Administration (MBA) degree with a concentration in Finance. He also received his Master’s of Science degree with a concentration in HR Management and Compensation from the University of Central Florida. He is currently a Doctoral candidate in the area of Finance.

Mr. Pettingill is an active member of the Academy of Economic and Financial Experts, National Alliance
of Medicare Set Aside Professionals, National Association for Business Economists and Society of Settlement Planners. He has authored numerous articles featured in legal publications on topics such as settlement planning, Medicare set-asides and economic issues.

Mr. Pettingill has lectured extensively on the topics of settlement planning, as well as Medicare-set asides for the Florida Justice Association, Worker Injury Law & Advocacy Group, Virginia Trial Lawyers Association, Academy of Special Needs Planners and many other trial lawyer organizations. He has also presented on the topic of expert witnesses to the Academy of Economic and Financial Experts.

 

Kate Riordan is the director of Medicare Secondary Payer (MSP) initiatives at ISO Claims Partners. She has well over five years of experience in completing Medicare Set-Asides and obtaining CMS approvals, with a concentration in California claims. Kate graduated Bowdoin College and Suffolk University Law School and is a Medicare Set-Aside Certified Consultant.

 

Melanie Schafer - As an Associate of the Medicare Compliance Group at Burns White, Melanie S. Schafer’s practice focuses on the resolution of Medicare compliance issues that arise in the settlement of workers’ compensation and general liability claims.

Prior to joining Burns White, Ms. Schafer worked as a consulting attorney concentrating on Medicare compliance issues in institutional settings. She also handled liability claims for insurance company clients as an associate at an insurance defense firm in Pittsburgh.

Ms. Schafer received her J.D. from the University of Pittsburgh School of Law in 2012. While at the university, she was a Deans Scholar and member of the Health Law Society. In addition, she served as a certified legal intern in the Low Income Tax Clinic, worked with Southwestern Pennsylvania Legal Services and participated in the JHF Jonas Salk Medical Ethics Fellowship. Rounding out her education, she earned an M.A. in English Language and Literature from the University of Michigan in 2012, an M.A.T. in English Education from the University of Pittsburgh in 2004 and a B.F.A. in Classical Music Performance from Carnegie Mellon University in 2001.

Ms. Schafer is licensed to practice law in Pennsylvania.

 

Leslie Schumacher has been involved in Medicare Secondary Payer Compliance for over 10 years. Leslie is a Registered Nurse who actively holds Certified Life Care Planner and Certified Nurse Life Care Planner as well as Medicare Set Aside Consultant Certified and Certified Medicare Secondary Payer Professional credentials. A graduate of Drexel University, Leslie also holds the following additional certifications: Certified Case Manager, Certified Rehabilitation Registered Nurse, Legal Nurse Consultant Certified, Medicare Secondary Payer Professional and Certified Nurse Life Care Planner. Leslie maintains professional affiliations with the National Alliance of Medicare Set Aside Professionals (NAMSAP), American Association of Legal Nurse Consultants (AALNC), International Association of Life Care Planners (IALCP) and International Association of Rehabilitation Professionals (IARP). Leslie has been elected as Board Member of both IARP and the IALCP; she is former chairperson of the Education Committee and current Board Member of NAMSAP as well as former ICHCC (International Commission for Health Care Certification) Commissioner of Medicare Set Aside Allocations. She has also participated as an instructor of Medicare Set Aside education with the University of Florida. Leslie is currently President of PlanPoint, a national provider of Medicare Set Aside Allocations as well as all other aspects of Medicare Secondary Payer compliance. Leslie’s unique and engaging speaking style coupled with her extensive experience in nursing, Life Care Planning and Medicare Secondary Payer compliance has made her a featured speaker at industry conferences nationwide.

 

Pamela Schweitzer - On August 7, 2014, Rear Admiral (RADM) Pamela Schweitzer was appointed to the Chief Pharmacist Officer of the United States Public Health Service (PHS) with a temporary promotion to the Assistant Surgeon General. As Chief Pharmacist Officer, RADM Schweitzer is responsible for providing leadership and coordination of PHS pharmacy programs and professional affairs for the Office of the Surgeon General and the Department of Health & Human Services.

 

Daniel R. Simones is a partner at Nyhan, Bambrick, Kinzie & Lowry. He received his B.A. degree in Political Science in 2005 from Indiana University in Bloomington and his J.D. degree in 2008 from DePaul University College of Law. While at DePaul University College of Law, Mr. Simones received the CALI Excellence for the Future Award for outstanding work in Legal Writing. Mr. Simones also served as the student body Academic Integrity Representative ensuring his fellow students’ compliance with the academic honor code.

Mr. Simones is admitted to practice in Illinois and specializes in defending the employer before the Illinois Workers’ Compensation Commission where he has successfully tried dozens of cases. Additionally, Mr. Simones is a Medicare Set-Aside Certified Consultant and specializes in the intricacies of the Medicare Secondary Payer Act and the Medicare, Medicaid and SCHIP Extension Act.

Mr. Simones has lectured at the National Business Institute, Illinois State Bar Association, National Alliance of Medicare Set-Aside Professionals and the Workers’ Compensation Lawyers Association. He has published several articles on how Medicare’s regulations affect Illinois Workers’ Compensation law in Illinois.

 

Jodi Taylor is a senior attorney with Chesapeake Employers Insurance Company (f/k/a IWIF). She began working at Chesapeake Employers in 2008, and assumed responsibility for their settlement work in 2010. In addition to working with all of Chesapeake Employer’s adjusters and attorneys, Jodi works closely with MSA vendors and their CMS specialists. She has become well-versed in the settlement arena. After graduating from the University of Baltimore - School of Law, and being admitted to practice in Maryland, Jodi’s practice concentrated in the areas of medical malpractice, general litigation and medical products liability, primarily for plaintiff’s law firms. She worked in the non-profit sector for a national professional medical organization and then spent a few years in Kathmandu, Nepal working at the US Embassy, before returning to Baltimore County and resuming work in the legal profession.

 

Nick Trego has served as Clinical Operations Manager for the Ohio Bureau of Workers’ compensation since 2016. In his role, he oversees the prior authorization process, works to constantly update and improve the closed formulary, manages the evaluation of claims for drug appropriateness (e.g., use of narcotics, duration of medication given allowances in claim, etc.), consults with private medical providers to develop appropriate medication utilization plans, and ensures the quality of pharmacy services as well as appropriateness of care and reimbursement.

Nick was previously the Clinical Pharmacy Liaison for the national Liberty Mutual account, along with several other clients at Optum. Nick began working at Optum as a Drug Utilization Review pharmacist. Prior to working with Optum, he worked in retail pharmacy with Walgreens for over four years.
Nick received a Doctor of Pharmacy degree from the Ohio State University and a bachelor of science in Chemistry from Ohio Dominican University.

Monica Williams, BSN, RN, CCM, CRRN, LNC, MSCC, CMSP is President of MWC Associates, LLC.  Formerly a national Catastrophic Program Manager for Intracorp with over 20 years in case management, she now provides Medicare/WC consulting, medical cost projections, complex case reviews and is a registered Catastrophic Case Manager for the State of Georgia. She consults on CMS submission, MSPRC compliance and assists with establishing needs for catastrophic cases.  She holds a BSN in Biology and Nursing from Jacksonville State University.

 

Rita Wilson - As CEO of Tower MSA Partners, LLC, Rita Wilson oversees all business development, sales, marketing and operational activities, IT systems development, and identifies new product offerings in support of Medicare Secondary Payer Compliance.

Wilson gained a wealth of expertise in information technology solutions, process driven workflow and metrics, and data analytics while holding leadership positions in pharmacy software development, pharmacy benefits management and workers’ compensation managed care companies for more than 20 years.

Prior to co-launching Tower MSA Partners in 2011, she founded and ran Select MRI, LLC, a diagnostic company, and Speedy Re-employment and Medicare Set Asides, an MSP compliance company. Previously, Wilson built out the operational and technology model for another startup, DirectCompRx, Inc., a subsidiary of Fiserv, Inc., ultimately becoming its CEO.

Before moving into the workers’ compensation industry, Wilson spent 15 years in software development for retail pharmacy and PBM serving as Director of Research and Development for QS/1 Data Systems. Wilson obtained a Bachelor of Science degree, summa cum laude, from Presbyterian College in Clinton, SC and completed graduate studies at Converse College in Spartanburg, SC. She has served in member and/or board of director capacities with the American Society for Automation in Pharmacy (ASAP), the National Council for Prescription Drug Programs (NCPDP), Health Level 7 (HL7), and the National Council of Self-Insurers (NCSI).

Wilson is a member of the National Association of Medicare Set Aside Professionals (NAMSAP) where she serves as a member of its Board of Directors, as chairman of its Communications Committee and as a member of the Data and Development and Evidence Based Medicine committees.

 

Kathleen Wyeth is Managing Assistant General Counsel for AF Group, responsible for coordinating all Medicare compliance throughout the enterprise and overseeing the protection of Medicare’s interests in all settlement. She is the current co-leader of the CLM Workers' Compensation Advisory Board and has co-authored the Michigan Chapter of The Complete Guide to Medicare Secondary Payer Compliance, published by LexisNexis. She has presented on Medicare topics at the National Association of Medicare Set-Aside Professionals conferences, the CLM & Business Insurance Workers’ Compensation Conference, the National Workers’ Compensation Defense Network Fall Conference and the Michigan Association of Justice Winter Conference. Kathleen obtained her Juris Doctorate from the University of Detroit Mercy and has spent 17 years working in the insurance industry.
 

 

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